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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Meet Our Team

Alexandra Hagen

Chief Operating Officer (COO)

952-921-2121

alexandra@financialcompass.com

With over 20 years of project management experience in the electronics industry, Alexandra brings a proven record of success in managing multimillion-dollar accounts and delivering exceptional client service. At Financial Compass, she...
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Bob Davis CFP®

Fee-Only Financial Advisor

952-921-2121

rsdavis@financialcompass.com

Bob's lifelong commitment to service began as the son of a United Methodist pastor, instilling in him the values of compassion and community. Bob ran Cross Country and Track at Minnesota State University, Mankato where he earned a B.S....
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Jonathan Speltz

Associate Advisor

952-921-2121

jonathan@financialcompass.com

Jonathan recently completed his Bachelor of Business Administration in Financial Management at the University of St. Thomas, with a minor in Business Analytics and a Certificate in Financial Planning and Wealth Management. He brings a...
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